Christopher Barberini

We serve as a CFO to families that want to minimize taxes, optimize investments, & plan for their loved ones. We are built with the intent to be there every step of the way.

We're Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we've made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.

See Disclosures

Firm Start Year

2014

No. of Employees

2-4

CRD#

5969705

Firm CRD#

112294

Insurance License#

16439115

Name of Broker/Dealer

n/a

Name of Custodial Firm

Fidelity

States Licensed in

Available to be licensed in all states

Years of Experience in Financial Services

11

Number of Years with Current Firm

8

Work Experience

Lakeshore Capital Group: September 2014 - Present Waddell & Reed: October 2011 - September 2014

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management

Investment Types

Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Phone, Email, Our Office, Video Conference

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Securities Licenses

Series 65

Insurance and Annuity Licenses

Health, Annuity, Life

Assets Managed by Firm

105,000,000

Advisor's Number of Clients

78

Advisor's Number of Managed Clients

78

Advisor's Number of Planning Clients

78

Assets Managed by Advisor

$35,000,000

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$400,000

Compensation Methods

Flat Fee

Fee % Based on Assets

1.5%

Additional Details on Charges

Retainer Fee model also offered for Financial Planning only clients. 3 different pricing tiers available dependent on complexity.

Minimum Fee Charged for Managed Accounts

1.5%

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1890960/financialadvisor-lakeshore-capital-group-detailed-disclosure

Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC . Advisory services offered through J.W. Cole Advisors, Inc. J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and Lakeshore Capital Group are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities and/or advisory related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.